How to Leave a Legacy // Through The Pines Podcast Through The Pines

Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while doing his taxes, this is Through the Pines… On this episode we explore the Legacy Planning Phase of Life
 
Portfolio & Risk Tolerance Tax Planning Qualified Charitable Distributions Charitable Remainder Trusts Estate Plans Helping Grandchildren  
We cover these topics on this episode of Through The Pines…
 
Our Advisors for this episode are Rex and Brandyn with planwithbaxter.com
 
2022 & 2023 Forbes Best in State Wealth Management Teams For Utah -
Advisor Hub Fastest Growing Advisors to Watch under 1 Billion -
Receivers of the Ameriprise Client Experience Award -
 
Financial Advisors: Baxter, Smith & Associates
Contact: rex.m.baxter@ampf.com
Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
 
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Through the Pines  -  Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
 
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This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
 
Through the Pines Podcast Copyright, The Banyan Collective - 2024
 
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